William Morrison
William Morrison is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Flagstaff, AZ, with 45 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
510 N Humphreys St, Flagstaff, AZ, 86001
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a licensed independent insurance agent selling fixed insurance products through Benefit & Financial Strategies LLC since 1988, dedicating full-time hours to sales, advisory services, marketing, and management. He is also a managing partner of 510 N Humphreys LLC, a "single asset" LLC that houses their insurance and investment firm operation, spending minimal time as a landlord and building owner/manager.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
MML Investors Services, INC.Broker
Nel Equity Services CorporationBroker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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